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Triton Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Triton Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,726
Closed -$304K – 78
2023
Q3 		$304K Sell
13,726
-288
-2% -$6.53K 0.2% 46
2023
Q2 		$318K Buy
14,014
+38
+0.3% +$884 0.18% 54
2023
Q1 		$322K Buy
13,976
+80
+0.6% +$1.86K 0.2% 48
2022
Q4 		$329K Sell
13,896
-672
-5% -$15.3K 0.2% 53
2022
Q3 		$333K Sell
14,568
-522
-3% -$12.4K 0.2% 50
2022
Q2 		$367K Sell
15,090
-5,444
-27% -$132K 0.26% 51
2022
Q1 		$539K Hold
20,534
– – 0.28% 43
2021
Q4 		$539K Sell
20,534
-10,142
-33% -$274K 0.28% 43
2021
Q3 		$830K Buy
30,676
+7,162
+30% +$196K 0.4% 33
2021
Q2 		$644K Sell
23,514
-3,010
-11% -$81.7K 0.37% 45
2021
Q1 		$715K Sell
26,524
-139,002
-84% -$3.82M 0.49% 34
2020
Q4 		$4.63M Sell
165,526
-167,808
-50% -$4.69M 2.95% 7
2020
Q3 		$9.32M Buy
333,334
+290,130
+672% +$8.18M 7.82% 3
2020
Q2 		$1.23M Buy
43,204
+6,624
+18% +$184K 1.27% 20
2020
Q1 		$1.02M Buy
+36,580
New +$988K 1.65% 15

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Triton Wealth Management's SCHZ Position: Q4 2023 in Review

Triton Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2023, closing a stake of 13,726 shares — an estimated $304K sold.

Triton Wealth Management first reported a position in SCHZ in Q1 2020 and held it in 15 quarters. The position peaked at $9.32M in Q3 2020. 590 funds tracked by Wall St. Rank hold SCHZ as of Q4 2023.

  • Triton Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Triton Wealth Management sold 13,726 Schwab US Aggregate Bond ETF shares in Q4 2023, an estimated $304K.
  • Triton Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and held it in 15 quarters.
  • Triton Wealth Management's Schwab US Aggregate Bond ETF position peaked at $9.32M in Q3 2020.
  • 590 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2023.

Based on Triton Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.